Liberty Wealth Strategies

07/15/2026

Wondering what happened in the markets during the second quarter—and what it could mean for your investments? We've put together a clear, easy-to-read Second Quarter Market Summary that breaks down the key events, market performance, and important trends every investor should know. 📈 Read the Q2 Market

What savvy investors are watching now

07/13/2026

When it comes to small business retirement options, the choices can feel overwhelming. This post highlights that a SEP-IRA, SIMPLE IRA, and 401(k) are structured differently, and that the right fit depends on business size, number of employees, and overall goals.

07/07/2026

Your Digital Life Is Part of Your Legacy Too Your online banking… Your email accounts… Your social media… Your photos… Your digital subscriptions… Most people forget to include Digital Estate Planning, leaving a digital mess that loved ones must untangle. Don’t let your digital life disappear into the unknown. I can help you build or update a Digital Estate Plan that protects every part of your life—online and offline. → Book your Estate Clarity Review today. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/zQePC64AjH37JzKFJVm1QhWpYZk

Avoid these estate planning mistakes.

07/06/2026

Small business owners often think of their employees as family, but are they set up like it? This post opens the conversation around retirement options available to small business employees, reminding owners that a 401(k) isn't the only choice and that some options are built specifically for smaller teams.

07/04/2026

Happy Independence Day from all of us at Liberty Wealth Strategies!

As we celebrate the Fourth of July, we're reminded of the values that make our country strong—freedom, opportunity, and the ability to build a brighter future.

We hope you enjoy a safe and memorable holiday surrounded by family, friends, and those who matter most. Thank you for allowing us to be a part of your financial journey.

Wishing you and your family a happy, healthy, and safe Independence Day! ❤️🤍💙

07/03/2026

Retaining great employees starts with showing them their future matters. This post spotlights the SIMPLE IRA as an accessible retirement option designed with smaller teams in mind, giving business owners a specific, tangible reason to start the conversation.

07/03/2026

🎉 Congratulations to Ethan Pievach on passing the FINRA Securities Industry Essentials (SIE) Exam! 🎉

This is a milestone and an important first step toward a career in the financial services industry. The SIE Exam demonstrates a strong understanding of the fundamentals of investing, financial markets, securities products, industry regulations, and ethical responsibilities—providing the foundation for becoming a licensed financial professional.

We are incredibly proud of Ethan's hard work, dedication, and commitment to learning. Watching him grow as our Wealth Management Associate has been exciting, and this achievement is just the beginning of what we know will be a successful and rewarding career.

Congratulations, Ethan! We can't wait to see all that you'll accomplish as you continue your journey in helping individuals and families pursue their financial goals.

👏 Please join us in congratulating Ethan on this outstanding achievement!

07/02/2026

Your Family Deserves a Thoughtful Blueprint Financial planning shouldn’t be one-size-fits-all. That’s why we created four intentional service models to deliver tailored, high-quality guidance throughout your lifetime and your family’s future. Whether you’re growing wealth or preparing a legacy, we can help ensure your plan stands the test of time. → Let’s schedule your clarity review. https://calendly.com/libertywealthstrategies/estate-clarity-visit-southpointe-office https://financeinsights.net/QAJEcneDEcbQz7zHXp0wDUgvdkO

Make wealth-building a family affair. Here's how

07/01/2026

🎉 Happy Birthday to our President, Steve Drizos! 🎉

Today, we celebrate not only another year, but the dedication, leadership, and heart that Steve brings to Liberty Wealth Strategies every day.

His commitment to his family and his genuine passion for helping clients pursue financial confidence are at the center of everything he does. Whether he's guiding families through important financial decisions or investing time in those he cares about most, Steve leads with integrity, compassion, and purpose.

Please join us in wishing Steve a very happy birthday and another year filled with good health, happiness, and continued success! 🎂🎈

07/01/2026

Have you bought your ticket to Mars? The IPO market is heating up these days with two more big names preparing to debut in autumn.